The Strategic Side of Investment Banking
Learn best practice in front office investment banking from experienced M&A professionals via book and course
Join finance professionals who are using Investment Banking University to land new career opportunities in investment banking.
Introduction to Investment Banking University
Learn why it is important to develop senior banker level skills in addition to financial modeling & valuation skills
Book
The leading methodology for front office investment banking to learn the strategic side of investment banking.
Online Course
Learn strategic investment banking skillsets from the comforts of your home with our online courses.
Mentorship
Get the results you desire in your investment banking career by allowing us to align a solution to your career goals.
Hiring Partners
Partner with Investment Banking University to get access to graduates possessing a strategic investment banking skillset.
Investment Banking University's Curriculum
PART I: FRONT OFFICE INVESTMENT BANKING PROCESS
Chapter 1: Front Office Investment Banking Process
Chapter 2: Getting Started in M&A
Chapter 3: M&A as a Product
PART II: COVERAGE
Chapter 4: Coverage
Chapter 5: How to Choose Coverage
Chapter 6: The Lower Middle Market & Middle Market
Chapter 7: Index Building
Chapter 8: Coverage Reports & Marketing Material
Chapter 9: Financial Data Sources
PART III: MANDATE/TARGET MATCHING
Chapter 10: Mandate/Target Matching
Chapter 11: Identifying Strategic & Financial Buyers
Chapter 12: Identifying Targets
PART IV: ORIGINATION
Chapter 13: Origination
Chapter 14: Identifying Decision Makers
Chapter 15: The Cycle of Origination
Chapter 16: Pitching
Chapter 17: Strategic Management & the Investment Banker
Chapter 18: Aligning Strategic Alternatives to C-Level & Board Level Priorities aka Executive Alignment
PART V: FEE STRUCTURING & WINNING THE MANDATE
Chapter 19: Fee Structuring & Winning the Mandate
Chapter 20: Structuring the Fee
Chapter 21: M&A Fee Structure
Chapter 22: The Engagement Letter
PART VI: UNDERWRITING
Chapter 23: Underwriting
Chapter 24: Model Building Concepts
Chapter 25: Data Science & The Analyst Role
Chapter 26: Financial Modeling & Valuation Steps
Chapter 27: The Analyst Process
PART VII: PACKAGING
Chapter 28: Packaging
Chapter 29: The Teaser
Chapter 30: The Confidential Information Memorandum (CIM)
PART VIII: BUYER LIST
Chapter 31: Buyer List
Chapter 32: Buyer Profiles
Chapter 33: Tapping into the Buyer Database
Chapter 34: Outreach to Buyers
PART IX: DEAL STRUCTURING
Chapter 35: Deal Structuring
Chapter 36: Valuation Range & Deal Terms
Chapter 37: Dealing with Sellers in the Lower Middle Market/Middle Market
Chapter 38: Dealing with Buyers in the Lower Middle Market/Middle Market
PART X: M&A PROCESS
Chapter 39: M&A Process
APPLICATIONS
Chapter 40: How to Break into Investment Banking
Chapter 41: How to Land Your First Buy Side Relationship
Chapter 42: How to Land Your First M&A Engagement
Chapter 43: How to Build a Lower Middle Market/Middle Market M&A Practice Methodology
